Titelia

Holdings of Redmile Group, LLC

· Original filing · Compare with another fund · Report an error

Net assets
-
Positions
30 in 4 countries
Top ten
85.2 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Scholar Rock Holding Corp 9,066,621445.7M $
2Krystal Biotech Inc 673,505174M $
3Stoke Therapeutics Inc 4,164,120135.6M $
4Immunome Inc 5,558,885121.6M $
5Nurix Therapeutics Inc 7,732,808119.9M $
6Annexon Inc 14,549,76880.6M $
7REGENXBIO Inc 4,368,80436.6M $
8Shattuck Labs Inc 5,539,72435.6M $
9Beam Therapeutics Inc 1,237,65929.5M $
10Neurogene Inc 1,459,59929.4M $
11Cogent Biosciences Inc 688,03626.5M $
12Absci Corp 8,253,31624.8M $
13Ideaya Biosciences Inc 521,11717.4M $
14ALX Oncology Holdings Inc 7,964,18816M $
15Fate Therapeutics Inc 12,872,94615.4M $
16Solid Biosciences Inc 2,011,89514.5M $
17Nuvation Bio Inc 3,153,25613.5M $
18Zymeworks Inc 491,65412.3M $
19Silence Therapeutics PLC 2,164,77711.4M $
20DBV Technologies SA 491,34010.3M $
21BioMarin Pharmaceutical Inc 173,8599.8M $
22Celldex Therapeutics Inc 261,5088.3M $
23Ceribell Inc 386,7867.1M $
24Prime Medicine Inc 1,590,8325.5M $
25ORIC Pharmaceuticals Inc 415,7105.3M $
26Ardelyx Inc 733,3504.4M $
27Invivyd Inc 2,648,6593.4M $
28Atara Biotherapeutics Inc 441,7012.1M $
29AGOMAB THERAPEUTICS SA 156,2501.6M $
30Pliant Therapeutics Inc 772,126972.9K $

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Sector breakdown

  • Unattributed 100.0 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 98.4 %
  • United Kingdom 0.8 %
  • France 0.7 %
  • Belgium 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States271.4B $98.36 %
2United Kingdom111.4M $0.80 %
3France110.3M $0.72 %
4Belgium11.6M $0.12 %
Cite this page

Titelia. "Holdings of Redmile Group, LLC". https://titelia.com/en/funds/US13F1425738